About Daniel

Daniel Rabe is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

As a member of The Fishman Oleson Group, he provides operational and management support for high-net-worth individuals and families and private business owners. Dan's responsibilities include client servicing, executing trades, funds transfers and onboarding procedures. He recognizes the critical nature of his forward-facing role.

Dan graduated from the University of Albany with a B.A. in Economics. He began his career at J.P. Morgan in 2006 as a Sales Associate. During his tenure, he has built a strong reputation and gained valuable relationship management experience. Dan is vital to the success of his group.

He holds FINRA Series 7 and 63 securities licenses.

He and his wife, Paula, live in East Meadow, New York, with their two children. When he is not working, Dan enjoys being actively involved in youth sports, playing basketball, staying fit and spending time with his family. Together, they like to travel, cook and enjoy the outdoors.

Insights

Markets and Economy

The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?

August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
Markets and Economy

When will the Fed hike? It doesn’t matter

August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
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Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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